Anic Equity¶
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Total return since start: 0.585 %¶
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Equity now: -----------------------------> 48417.16 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44355.56 Kr¶
PnL: ---------------------------------------> -700.44 Kr¶
DD now: ---------------------------------> -8.854 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 12:24:57.351577'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.500000 | 1620.360000 | 151.360000 | 10.300000 | 1468.999998 |
| Hexatronic Group | 12 | 7.320000 | 1070.160000 | 103.160000 | 10.670000 | 966.999996 |
| VEF | 909 | 3.280000 | 1890.720000 | 40.720000 | 2.200000 | 1850.000436 |
| Hoist Finance | 35 | 0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| OX2 | 13 | 0.200000 | 973.700000 | 23.700000 | 2.490000 | 949.999999 |
| INVISIO | 16 | 1.530000 | 3712.000000 | 23.000000 | 0.620000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.800000 | 985.800000 | 12.800000 | 1.320000 | 972.999996 |
| BioGaia B | 8 | 3.160000 | 940.000000 | 10.000000 | 1.080000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| HEXPOL B | 9 | 1.520000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Sagax B | 4 | 0.140000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -0.890000 | 864.600000 | 0.600000 | 0.070000 | 864.000000 |
| Atrium Ljungberg B | 5 | -3.210000 | 934.000000 | -1.000000 | -0.110000 | 935.000000 |
| Catena | 2 | -1.400000 | 786.000000 | -6.000000 | -0.760000 | 792.000000 |
| Bilia A | 8 | 1.280000 | 889.600000 | -10.400000 | -1.160000 | 900.000000 |
| AcadeMedia | 8 | -2.840000 | 388.640000 | -13.360000 | -3.320000 | 402.000000 |
| Byggmax Group | 33 | 2.290000 | 941.820000 | -14.180000 | -1.480000 | 956.000001 |
| Biotage | 7 | -1.280000 | 917.700000 | -23.300000 | -2.480000 | 940.999997 |
| Addnode Group B | 11 | 2.130000 | 897.600000 | -23.400000 | -2.540000 | 921.000003 |
| SKF B | 5 | 1.750000 | 916.000000 | -24.000000 | -2.550000 | 940.000000 |
| ASSA ABLOY B | 3 | -0.320000 | 750.600000 | -28.400000 | -3.650000 | 779.000001 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| EQT | 4 | 0.810000 | 799.600000 | -32.400000 | -3.890000 | 832.000000 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Latour B | 4 | 1.340000 | 816.800000 | -40.200000 | -4.690000 | 857.000000 |
| Nordic Waterproofing Holding | 7 | -0.750000 | 926.800000 | -40.200000 | -4.160000 | 966.999999 |
| Vitec Software Group B | 2 | 1.870000 | 1036.000000 | -51.000000 | -4.690000 | 1087.000000 |
| Bufab | 3 | 2.140000 | 1057.200000 | -51.800000 | -4.670000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | -0.400000 | 904.800000 | -56.200000 | -5.850000 | 960.999996 |
| Indutrade | 5 | 0.650000 | 1160.500000 | -57.500000 | -4.720000 | 1218.000000 |
| Orrön Energy | 180 | 0.510000 | 1962.000000 | -81.000000 | -3.960000 | 2043.000000 |
| Sedana Medical | 93 | 0.470000 | 2406.840000 | -114.160000 | -4.530000 | 2521.000011 |
| BHG Group | 97 | -0.150000 | 1290.100000 | -168.900000 | -11.580000 | 1458.999989 |
| Hexagon B | 26 | 0.160000 | 3255.200000 | -205.800000 | -5.950000 | 3461.000010 |
| TOTAL | 44365.340000 | -690.660000 | -8.83543% | 45056.000411 |
Updated:¶
'2023-07-07 12:24:38.088792'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
